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The DQYDJ Weekender, 5/9/2021

May 9th, 2021 by 
PK

Happy Sunday, folks, and Happy Mother's Day!

We haven't talked informally for a bit, plus I've got a few updates for you – no better time than the present, right? Let's get into it.

Equity Return Calculators

I just finished a massive update to the backend of the equity return calculators. That's the following series:

I've pruned some older stale tickers – think buyouts, ticker changes, bankruptcies, closed funds, mergers, exchange changes, and the like. The tool will also now auto-prune old tickers.

Second, I ran through and added tickers that the tool wasn't currently tracking. Here you'll find ticker changes (and SPACs!), spinoffs, IPOs, and similar. 

I wasn't able to automate this process yet, unfortunately. There are many older rights, warrants, and other instruments in the data I have to remove manually. When IEX brings back a corporate action and IPO endpoint, I'll automate these, but for now, this has to remain a manual process.

Finally, I took a look at data errors and splits. Half step here, but it's a big one: I added a web form to override a ticker's historical data when we hit errors. 

For recent data issues, I'll get an email. If you see tickers with historical data issues (say, 10+ years ago), send me a note plus the ticker and I'll take a look. (I don't know I'll ever be able to automate this step fully, but this saves me a lot of time over writing manual scripts, haha.)

Oh – and it's still free up to the rate limit. So, check the tools out and enjoy!

Jackpot

My friend – and fellow Bay Arean – Michael Mechanic recently finished up his book on the super rich, Jackpot. He traces how the wealthy really live, plus looks at their habits – and legacies.

Check it out, here

(Oh, and if you check the footnotes, I bet you'll be pleasantly surprised by what you find in there!)

Happy Mother's Day!

On the personal side, we got the Johnson & Johnson COVID vaccine after it was re-released here in California. Even with my purported numeracy, I'll still be watching for clots for a few weeks, of course 🧮. 

We haven't been on a plane for a bit, so we're looking forward to swapping road trips for Boeings.

I don't think I shared it here, but we adopted a dog. Meet Otto:

Otto Smiling

Only some of his DNA came back recognizable when tested. He's primarily a German Shepherd with a bunch of Husky... and somehow, some Rottweiler (didn't see that coming!).

I've got a bunch more calculators coming to DQYDJ – I'll send some of them to the list, but the smaller ones I'll skip. Watch the calculators page if you really want to see everything... but some will be foundational.

I also owe you some prose, too – I'll get to it eventually.

Hope all is well with you!

Don't Quit Your Day Job...

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